CIBC Private Wealth Group
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CIBC Private Wealth Group’s Global X MLP ETF MLPA Stock Holding History

CIBC Private Wealth Group’s Portfolio MLPA Stock Details MLPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,140
Closed -$57.2K – 3229
2025
Q2 		$57.2K Buy
+1,140
New +$56.8K ﹤0.01% 1607
2025
Q1 		– Sell
-415
Closed -$20.9K – 3208
2024
Q4 		$20.9K Hold
415
– – ﹤0.01% 2040
2024
Q3 		$19.9K Hold
415
– – ﹤0.01% 2160
2024
Q2 		$20.3K Hold
415
– – ﹤0.01% 2024
2024
Q1 		$20.1K Buy
+415
New +$19.2K ﹤0.01% 2047
2018
Q3 		– Sell
-167
Closed -$9K – 1414
2018
Q2 		$9K Buy
+167
New +$9.13K ﹤0.01% 1593

Other funds holding MLPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group's MLPA Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 1,140 shares — an estimated $57.2K sold.

CIBC Private Wealth Group first reported a position in MLPA in Q2 2018 and held it in 6 quarters. The position peaked at $57.2K in Q2 2025. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,140 Global X MLP ETF shares in Q3 2025, an estimated $57.2K.
  • CIBC Private Wealth Group first reported a position in Global X MLP ETF in Q2 2018 and held it in 6 quarters.
  • CIBC Private Wealth Group's Global X MLP ETF position peaked at $57.2K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.